Impact Measurement and Reporting

​This session is part of Mission-Aligned Investing to Maximize Philanthropic Impact, a biweekly peer learning series offered in partnership with Philanthropic Foundations Canada.

1. ​Aligning Your Investment Strategy with Your Mission

2. ​Mission-Aligned Public Equities and Fixed Income

3. ​Choosing and Working with your Investment Manager

4. ​Private/Alternatives Market Landscape

5. ​Investment Approaches in the Private/Alternatives Market

6. ​Impact Measurement and Reporting

   • ​Thursday June 18 (1:00 pm - 3:00 PM ET)

​Fee: $200 per participant per session. A payment link will be sent from Luma after you click the "Request to Join" button. You must complete your payment to confirm your registration and secure your spot.

​Session overview

​Similar to philanthropic granting or charitable giving, investors should have an appropriately robust impact measurement and reporting framework to track, improve, and communicate the results of mission-aligned investments to stakeholders. Learn more about frameworks and approaches used by leading mission-aligned investors, and its strategic and operational implications for both asset owners/investors and investees.

​Topics

• ​Financial and impact frameworks and metrics

• ​Best practices for reporting to internal and external stakeholders

• ​Recent research on the opportunities and challenges of greater transparency and disclosure

​Guest speakers

• ​Cristina Lara-Agudelo (Investment Manager at World Education Services)

• ​Sohailia Saywack (Senior Associate, Impact Management at Rally Assets)

• ​Todd Jaques (Director, Research and Policy at MakeWay Foundation)

​Who is this session for?

​We welcome all who are interested in leveraging their investments to maximize their philanthropic impact.

​The curriculum is designed for organizations stewarding endowed assets and those responsible for developing, implementing, and governing their mission-aligned investing strategy, at early and maturing stages of the journey.

• ​Types of roles

  • ​Senior management

  • ​Board and Committee members

  • ​Individual Donor-Advised Fundholders and Accredited Investors

• ​Types of organizations

  • ​Foundations

  • ​Family offices

  • ​Faith-based organizations

  • ​Post-secondary institutions

  • ​Labour unions

  • ​Other organizations with endowments and investment portfolios/mandates

​What will you learn?

​This program will help you:

• ​Advance the knowledge and leadership capacity of key staff and board members

• ​Strengthen your organization’s mission, governance, fiduciary duty, and operations capacity

• ​Build connections and relationships with peers working with shared purpose

• ​Apply the learning and case studies to your own impact investing strategy